What We Do
Income and retirement planning focused on women
It’s in a woman’s nature to put others before herself. We are mothers, daughters, wives, sisters and friends, and in the process of caring for others, we sometimes neglect ourselves.
Advantage Wealth Partners wants to put you and your financial needs first. Whether you are married or single, we want you to have every opportunity to celebrate abundance.
Myths & Truths
The Truth: Today, 34% of total U.S. household financial assets (nearly $18 trillion) are controlled by women — and that number is expected to continue growing as divorce rates remain steady, but marriage rates are falling. Furthermore, women’s confidence in their ability to make financial decisions is on the rise.1
Advantage Wealth Partners wants to keep you informed and empowered to use your wealth how you see fit.
The Truth: Women have a heart for service and care deeply about what matters most to them. Some women may appear less focused on their finances, but only because they’re busy sacrificing — women aged 50-64 make up nearly two-thirds of family caregivers. As a result, women tend to disproportionately suffer from such financial consequences as reduced work hours, passed-up promotions or leaving the workforce entirely.2
Some women put themselves in the precarious position of relying too heavily on their spouse/partner and are sidelined or totally derailed when they are widowed, divorced or once again single, after decades of marriage or partnership. We can help you prepare for potential challenges like these.
The Truth: By 2030, American women are expected to control much of the $34 trillion in financial assets that baby boomers will possess,3 are the primary breadwinners in over 40% of U.S. households4 and account for close to 40% of all privately held businesses in the United States.5
We’re dedicated to helping you seize opportunities for greater confidence in your financial life — and pursue your dreams with gusto!